when dell is, basically, dell's market cap is 17 times smaller than apple. and also the other data point about apple, it is trading at half the value of google even though it has three times google's sales. i don't get that. david: rob, i want you to address the skepticism about the analysts because it appears to me that apple still has that same kind of swagger, the post-drop swagger or the predrop swagger that it had in the past. is that true? has the new post-apple share drop reality sunk in over there? >> oh, i think it has. i mean, when you lose that kind of valuations, the executive team will feel it. remember a lot of executives are forced to invest massively in apple shares. so when those shares drop it hits them in the pocketbook and hits them hard, probably taking away at least on paper a good third to half of their, of their earnings. so, they know it and they certainly feel the pain. stock buyback and the rest shows that pain. liz: we've got to go. we'll pick it up right there with melissa and "money" with melissa francis. john bright, rob enderl